KFP
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Kerr Financial Planning’s Coinbase COIN Stock Holding History

Kerr Financial Planning’s Portfolio COIN Stock Details COIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$250K Sell
1,712
-46
-3% -$8.3K 0.28% 72
2026
Q1 		$337K Buy
1,758
+495
+39% +$97.4K 0.24% 58
2025
Q4 		$190K Buy
1,263
+168
+15% +$50.1K 0.26% 87
2025
Q3 		$294K Buy
+1,095
New +$371K 0.41% 56

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Kerr Financial Planning's COIN Position: Q2 2026 in Review

Kerr Financial Planning reduced its Coinbase (COIN) stake by 2.6% in Q2 2026, selling an estimated $8.3K and leaving 1,712 shares worth $250K. The position accounts for 0.28% of the portfolio, ranked #72.

Kerr Financial Planning first reported a position in COIN in Q3 2025 and has held it in 4 quarters since. The position peaked at $337K in Q1 2026. 1,110 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Kerr Financial Planning held 1,712 shares of Coinbase worth $250K as of Q2 2026.
  • Kerr Financial Planning sold 46 Coinbase shares in Q2 2026, an estimated $8.3K.
  • Coinbase made up 0.28% of Kerr Financial Planning's portfolio in Q2 2026, its #72 holding.
  • Kerr Financial Planning first reported a position in Coinbase in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Coinbase position peaked at $337K in Q1 2026.
  • 1,110 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.